Wasatch Hoisington Treasury Fund Buy Hold or Sell Recommendation
| WHOSX Fund | USD 11.04 0.07 0.63% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Wasatch Hoisington Treasury Fund is 'Strong Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Wasatch Hoisington Treasury Fund given historical horizon and risk tolerance towards Wasatch-hoisington. When Macroaxis issues a 'buy' or 'sell' recommendation for Wasatch Hoisington Treasury Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Wasatch-hoisington Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Wasatch-hoisington and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Wasatch Hoisington Treasury Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state.
Wasatch-hoisington |
Execute Wasatch-hoisington Buy or Sell Advice
The Wasatch-hoisington recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wasatch Hoisington Treasury Fund. Macroaxis does not own or have any residual interests in Wasatch Hoisington Treasury Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wasatch-hoisington's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Analyst Consensus | Not Available | Details |
Wasatch-hoisington Trading Alerts and Improvement Suggestions
| Wasatch Hoisington generated a negative expected return over the last 90 days | |
| Wasatch Hoisington generated five year return of -7.0% | |
| This fund keeps about 98.77% of its net assets in bonds |
Wasatch-hoisington Returns Distribution Density
The distribution of Wasatch-hoisington's historical returns is an attempt to chart the uncertainty of Wasatch-hoisington's future price movements. The chart of the probability distribution of Wasatch-hoisington daily returns describes the distribution of returns around its average expected value. We use Wasatch Hoisington Treasury Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wasatch-hoisington returns is essential to provide solid investment advice for Wasatch-hoisington.
| Mean Return | -0.09 | Value At Risk | -1.99 | Potential Upside | 1.38 | Standard Deviation | 1.09 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wasatch-hoisington historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Wasatch-hoisington Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wasatch-hoisington or Wasatch sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wasatch-hoisington's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wasatch-hoisington fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.06 | |
β | Beta against Dow Jones | -0.31 | |
σ | Overall volatility | 1.12 | |
Ir | Information ratio | -0.2 |
Wasatch-hoisington Volatility Alert
Wasatch Hoisington Treasury Fund exhibits very low volatility with skewness of -0.01 and kurtosis of 0.86. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wasatch-hoisington's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wasatch-hoisington's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Wasatch-hoisington Fundamentals Vs Peers
Comparing Wasatch-hoisington's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wasatch-hoisington's direct or indirect competition across all of the common fundamentals between Wasatch-hoisington and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wasatch-hoisington or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wasatch-hoisington's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wasatch-hoisington by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wasatch-hoisington to competition |
| Fundamentals | Wasatch-hoisington | Peer Average |
| Annual Yield | 0.05 % | 0.29 % |
| Year To Date Return | 0.63 % | 0.39 % |
| One Year Return | 1.60 % | 4.15 % |
| Three Year Return | (14.44) % | 3.60 % |
| Five Year Return | (7.47) % | 3.24 % |
| Ten Year Return | 9.19 % | 1.79 % |
| Net Asset | 279.74 M | 4.11 B |
| Minimum Initial Investment | 2 K | 976.16 K |
| Last Dividend Paid | 0.07 | 0.65 |
| Cash Position Weight | 1.23 % | 10.61 % |
| Bond Positions Weight | 98.77 % | 11.24 % |
Wasatch-hoisington Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wasatch-hoisington . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 11.04 | |||
| Day Typical Price | 11.04 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) |
About Wasatch-hoisington Buy or Sell Advice
When is the right time to buy or sell Wasatch Hoisington Treasury Fund? Buying financial instruments such as Wasatch-hoisington Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Other Information on Investing in Wasatch-hoisington Mutual Fund
Wasatch-hoisington financial ratios help investors to determine whether Wasatch-hoisington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch-hoisington with respect to the benefits of owning Wasatch-hoisington security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |